Janet Derosa, financial advisor Huntington Station NY

Janet Derosa

CRD Number: 6160242
Current Firm: Charles Schwab & Company, Inc.

Janet Derosa (CRD# 6160242) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Huntington Station, NY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Garden City, NY Oct 2021 - Current 2
Charles Schwab Bank, Ssb Garden City, NY Oct 2021 - Current 2
Fidelity Investments Roslyn, NY Jun 2020 - Jul 2021 1
Td Ameritrade Garden City, NY Jan 2013 - May 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Janet L. Derosa
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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